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First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN

28 hedge funds and large institutions have $4.47M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 29 → 28 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

63% less capital invested

Capital invested by funds: $12.2M → $4.47M (-$7.77M)

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$333K
2
CCP
Cardan Capital Partners
Colorado
+$237K
3
Morgan Stanley
Morgan Stanley
New York
+$216K
4
Creative Planning
Creative Planning
Kansas
+$118K
5
BF
BOK Financial
Oklahoma
+$37.5K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$359K
3
Jane Street
Jane Street
New York
-$232K
4
Citadel Advisors
Citadel Advisors
Florida
-$161K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$627K +$216K +14,386 +53%
Bank of America
2
Bank of America
North Carolina
$449K +$5.38K +359 +1%
SG Americas Securities
3
SG Americas Securities
New York
$336K +$333K +22,200 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$322K -$359K -23,982 -53%
TW
5
Transform Wealth
Colorado
$283K – – –
VKH
6
Virtu KCG Holdings
New York
$263K -$90.4K -6,035 -26%
CCM
7
Colorado Capital Management
Colorado
$251K -$58.7K -3,920 -19%
CCP
8
Cardan Capital Partners
Colorado
$240K +$237K +15,845 New
LPL Financial
9
LPL Financial
California
$232K -$57.1K -3,813 -20%
UBS Group
10
UBS Group
Switzerland
$229K -$3.63K -242 -2%
Wells Fargo
11
Wells Fargo
California
$226K +$36.1K +2,411 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$211K +$28.2K +1,883 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$209K -$15.2K -1,014 -7%
BF
14
BOK Financial
Oklahoma
$189K +$37.5K +2,500 +25%
Creative Planning
15
Creative Planning
Kansas
$150K +$118K +7,902 +390%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$62K -$3.27K -218 -5%
BCM
17
Blume Capital Management
California
$61K – – –
IA
18
IFP Advisors
Florida
$34K – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23K -$133K -8,875 -85%
US Bancorp
20
US Bancorp
Minnesota
$23K – – –
PSC
21
Prentiss Smith & Co
Vermont
$17K – – –
CWM
22
Concert Wealth Management
California
$17K +$17.5K +1,169 New
MFS
23
MSI Financial Services
Massachusetts
$8K – – –
AIP
24
Ameritas Investment Partners
Nebraska
$4K – – –
Citigroup
25
Citigroup
New York
$3K -$3K -200 -47%
1
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QCLN Hedge Fund Activity: Q3 2016 in Review

28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q3 2016, worth a combined $4.47M — down 63% from $12.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of QCLN and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 6 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $333K. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.9M sold.

  • 28 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q3 2016, down from 29 in Q2 2016.
  • Funds reported $4.47M of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q3 2016, down 63% quarter-over-quarter.
  • 3 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q3 2016 and 4 closed out, a net change of -1 holder.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q3 2016 was SG Americas Securities, an estimated $333K added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q3 2016 was Goldman Sachs, an estimated $7.9M sold.

Based on aggregated 13F filings for Q3 2016.